Spire Wealth Management
AMGN icon

Spire Wealth Management’s Amgen AMGN Stock Holding History

Spire Wealth Management’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.9M Buy
4,503
+119
+3% +$47.4K 0.06% 277
2026
Q2 		$1.59M Sell
4,384
-300
-6% -$103K 0.05% 312
2026
Q1 		$1.65M Buy
4,684
+240
+5% +$85.6K 0.06% 298
2025
Q4 		$1.45M Buy
4,444
+1,044
+31% +$331K 0.05% 324
2025
Q3 		$959K Buy
3,400
+106
+3% +$30.7K 0.03% 384
2025
Q2 		$920K Sell
3,294
-15,051
-82% -$4.26M 0.03% 378
2025
Q1 		$5.72M Buy
18,345
+13,093
+249% +$3.87M 0.18% 110
2024
Q4 		$1.37M Sell
5,252
-253
-5% -$75.1K 0.04% 323
2024
Q3 		$1.77M Sell
5,505
-479
-8% -$157K 0.06% 258
2024
Q2 		$1.87M Sell
5,984
-1,557
-21% -$457K 0.07% 242
2024
Q1 		$2.14M Sell
7,541
-125
-2% -$36.6K 0.04% 242
2023
Q4 		$2.36M Buy
7,666
+1,097
+17% +$299K 0.08% 213
2023
Q3 		$1.77M Sell
6,569
-90
-1% -$22.5K 0.07% 239
2023
Q2 		$1.48M Sell
6,659
-1,465
-18% -$340K 0.05% 271
2023
Q1 		$1.96M Buy
8,124
+2,457
+43% +$603K 0.08% 232
2022
Q4 		$1.49M Buy
5,667
+772
+16% +$207K 0.08% 192
2022
Q3 		$1.1M Sell
4,895
-6,793
-58% -$1.65M 0.07% 202
2022
Q2 		$2.84M Sell
11,688
-3,500
-23% -$858K 0.12% 163
2022
Q1 		$3.67M Sell
15,188
-6,694
-31% -$1.54M 0.1% 190
2021
Q4 		$4.92M Buy
21,882
+6,027
+38% +$1.27M 0.11% 176
2021
Q3 		$3.37M Sell
15,855
-1,703
-10% -$392K 0.09% 203
2021
Q2 		$4.28M Sell
17,558
-5,272
-23% -$1.3M 0.12% 176
2021
Q1 		$5.29M Buy
+22,830
New +$5.45M 0.14% 155

Other funds holding AMGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Spire Wealth Management's AMGN Position: Q3 2026 in Review

Spire Wealth Management increased its Amgen (AMGN) stake by 2.7% in Q3 2026, buying an estimated $47.4K and bringing the position to 4,503 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #277.

Spire Wealth Management first reported a position in AMGN in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.72M in Q1 2025. 2,911 funds tracked by Wall St. Rank hold AMGN as of Q3 2026.

  • Spire Wealth Management held 4,503 shares of Amgen worth $1.9M as of Q3 2026.
  • Spire Wealth Management bought 119 Amgen shares in Q3 2026, an estimated $47.4K.
  • Amgen made up 0.06% of Spire Wealth Management's portfolio in Q3 2026, its #277 holding.
  • Spire Wealth Management first reported a position in Amgen in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Amgen position peaked at $5.72M in Q1 2025.
  • 2,911 funds tracked by Wall St. Rank held Amgen as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.